| |
Institutional
Holders
Total
Institutions:
 |
174  12 |
|
|
Total
shares held :
|
12,254,579 |
|
|
% of shares
held :
|
13.95% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-43 |
|
|
Amount
of shares held :
|
-2,087,656 |
|
|
% of shares
held change :
|
-2.38% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$13.87 |
|
|
Last
Quarter's Ending
Price :
|
$14.58 |
|
|
Last
Quarter's Average
Price :
|
$13.98 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.74 (5.29%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
971 |
- |
2024-03-31 |
1,224,393 |
$18,660,000 |
163,046 |
|
| WELLS FARGO & CO/MN |
1428 |
- |
2024-03-31 |
776,366 |
$11,832,000 |
30,228 |
|
| UBS Group AG |
1961 |
- |
2024-03-31 |
420,873 |
$6,414,000 |
8,465 |
|
| Strategic Wealth Designers |
39 |
- |
2023-12-31 |
394,734 |
$5,755,000 |
7,181 |
|
| CIM LLC |
25 |
- |
2023-12-31 |
377,049 |
$5,675,000 |
6,671 |
|
| STIFEL FINANCIAL CORP |
1661 |
- |
2024-03-31 |
141,272 |
$2,153,000 |
22,575 |
|
| Investors Research Corp |
37 |
- |
2024-03-31 |
136,416 |
$2,079,000 |
12,096 |
|
| Integrated Advisors Network LLC |
215 |
- |
2024-03-31 |
120,435 |
$1,835,000 |
19,217 |
|
| Ohio Valley Financial Group |
51 |
- |
2024-03-31 |
102,136 |
$1,557,000 |
15,674 |
|
| STERNECK CAPITAL MANAGEMENT, LLC |
33 |
- |
2024-03-31 |
78,888 |
$1,202,000 |
5,506 |
|
| Magnus Financial Group LLC |
120 |
- |
2024-03-31 |
76,473 |
$1,165,000 |
1,124 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2937 |
- |
2024-03-31 |
73,344 |
$1,118,000 |
33 |
|
| LINCOLN NATIONAL CORP |
503 |
- |
2024-03-31 |
69,872 |
$1,065,000 |
199 |
|
| HIGHTOWER ADVISORS, LLC |
1843 |
- |
2024-03-31 |
58,185 |
$886,000 |
4,975 |
|
| BANK OF MONTREAL /CAN/ |
2050 |
- |
2024-03-31 |
33,289 |
$510,000 |
8,671 |
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
92 |
- |
2024-03-31 |
31,520 |
$480,000 |
745 |
|
| Leading Edge Financial Planning LLC |
33 |
- |
2024-03-31 |
27,590 |
$420,000 |
9,601 |
|
| WEDBUSH MORGAN SECURITIES INC |
715 |
- |
2024-03-31 |
27,582 |
$420,000 |
8,064 |
|
| Wealthcare Advisory Partners LLC |
567 |
- |
2024-03-31 |
27,144 |
$414,000 |
6,485 |
|
| TITLEIST ASSET MANAGEMENT LLC |
192 |
- |
2024-03-31 |
23,528 |
$359,000 |
340 |
|
| TITLEIST ASSET MANAGEMENT LTD. |
172 |
- |
2022-12-31 |
23,514 |
$339,000 |
336 |
|
| DEARBORN PARTNERS LLC |
195 |
- |
2024-03-31 |
22,092 |
$337,000 |
660 |
|
| OPPENHEIMER & CO INC |
1161 |
- |
2024-03-31 |
20,660 |
$315,000 |
350 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
637 |
- |
2024-03-31 |
16,671 |
$254,000 |
15,930 |
|
| NATIONAL BANK OF CANADA /FI/ |
1222 |
- |
2024-03-31 |
15,331 |
$225,000 |
1,052 |
|
| Rehmann Capital Advisory Group |
522 |
- |
2024-03-31 |
14,762 |
$225,000 |
1,828 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2516 |
- |
2024-03-31 |
14,037 |
$214,000 |
580 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1557 |
- |
2024-03-31 |
12,436 |
$190,000 |
698 |
|
| STEPHENS INC /AR/ |
1174 |
- |
2024-03-31 |
11,755 |
$179,000 |
102 |
|
| SUMMIT INVESTMENT ADVISORS INC |
1892 |
- |
2024-03-31 |
5,077 |
$77,000 |
27 |
|
| CWM LLC |
2033 |
- |
2024-03-31 |
4,862 |
$74,000 |
2,612 |
|
| Concord Wealth Partners |
383 |
- |
2024-03-31 |
2,681 |
$41,000 |
40 |
|
| Retirement Group LLC |
266 |
- |
2024-03-31 |
2,631 |
$40,000 |
14 |
|
| Register Financial Advisors LLC |
405 |
- |
2024-03-31 |
1,951 |
$30,000 |
29 |
|
| JDM Financial Group LLC |
98 |
- |
2024-03-31 |
1,673 |
$26,000 |
24 |
|
| Steward Partners Investment Advisory LLC |
2568 |
- |
2024-03-31 |
1,122 |
$17,000 |
488 |
|
| OXFORD FINANCIAL GROUP LTD |
273 |
- |
2024-03-31 |
234 |
$4,000 |
4 |
|
|
37 Records found
|
1
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